SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
-$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$16.9M
3
+$12.5M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$4.9M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$4.4M

Top Sells

1
+$63.8M
2
+$29.2M
3
+$27.4M
4
IAU icon
iShares Gold Trust
IAU
+$7.55M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.83M

Sector Composition

1 Consumer Staples 5.6%
2 Technology 1.05%
3 Financials 0.81%
4 Consumer Discretionary 0.58%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROAD icon
451
Construction Partners
ROAD
$6.97B
$5.33K ﹤0.01%
48
WSM icon
452
Williams-Sonoma
WSM
$24.1B
$5.29K ﹤0.01%
+29
CNR
453
Core Natural Resources Inc
CNR
$4.55B
$5.24K ﹤0.01%
50
DHR icon
454
Danaher
DHR
$130B
$5.12K ﹤0.01%
27
-2
XLY icon
455
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
$5.01K ﹤0.01%
+46
IGM icon
456
iShares Expanded Tech Sector ETF
IGM
$9.39B
$4.98K ﹤0.01%
+42
APA icon
457
APA Corp
APA
$13.5B
$4.96K ﹤0.01%
117
+1
CFG icon
458
Citizens Financial Group
CFG
$27.8B
$4.92K ﹤0.01%
82
ASTS icon
459
AST SpaceMobile
ASTS
$24.8B
$4.89K ﹤0.01%
59
+2
MMM icon
460
3M
MMM
$76B
$4.79K ﹤0.01%
33
-17
IXUS icon
461
iShares Core MSCI Total International Stock ETF
IXUS
$56.1B
$4.7K ﹤0.01%
54
-328,158
ETHA
462
iShares Ethereum Trust ETF
ETHA
$8B
$4.67K ﹤0.01%
295
TY icon
463
TRI-Continental Corp
TY
$1.82B
$4.65K ﹤0.01%
147
+1
MCHI icon
464
iShares MSCI China ETF
MCHI
$6.9B
$4.61K ﹤0.01%
82
-15
ING icon
465
ING
ING
$80.7B
$4.58K ﹤0.01%
176
TM icon
466
Toyota
TM
$261B
$4.56K ﹤0.01%
22
SEE
467
DELISTED
Sealed Air
SEE
$4.54K ﹤0.01%
108
+91
ECL icon
468
Ecolab
ECL
$76.5B
$4.52K ﹤0.01%
17
LGN
469
Legence Corp
LGN
$6.09B
$4.52K ﹤0.01%
80
PCAR icon
470
PACCAR
PCAR
$66.4B
$4.5K ﹤0.01%
39
MYGN icon
471
Myriad Genetics
MYGN
$471M
$4.5K ﹤0.01%
1,000
TIGO icon
472
Millicom
TIGO
$13.9B
$4.5K ﹤0.01%
60
UMC icon
473
United Microelectronic
UMC
$32B
$4.45K ﹤0.01%
495
BVN icon
474
Compañía de Minas Buenaventura
BVN
$8.08B
$4.43K ﹤0.01%
123
+117
APH icon
475
Amphenol
APH
$182B
$4.42K ﹤0.01%
35
17 18
19
20 21